Institutional Ownership Schwab Strategic Tr 1000 Index (SCHK)
This table provides information about the institutional ownership of Schwab Strategic Tr 1000 Index (SCHK). We have compiled data on the 235 institutions that hold shares in the stock, with a total of 72.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
46,607,159
shares
|
$1.49 Billion
2.78% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Legacy Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
6,361,635
shares
|
$203 Million
12.04% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
4,087,699
shares
|
$130 Million
23.81% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
3,092,202
shares
|
$98.6 Million
0.08% of portfolio
|
Q2 2025
Added 262.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
2,429,812
shares
|
$77.5 Million
5.96% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
1,987,028
shares
|
$63.3 Million
6.39% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
710,335
shares
|
$22.6 Million
9.35% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
422,373
shares
|
$13.5 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
421,110
shares
|
$13.4 Million
0.0% of portfolio
|
Q2 2025
Added 1703.7%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
394,821
shares
|
$12.6 Million
0.86% of portfolio
|
Q2 2025
Added 16.07%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Oct 20, 2025 Q3 2025 |
359,078
shares
|
$11.4 Million
9.36% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
330,530
shares
|
$10.5 Million
11.18% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
307,814
shares
|
$9.81 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
288,221
shares
|
$9.19 Million
0.18% of portfolio
|
Q3 2023
Reduced 2.43%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
217,159
shares
|
$6.92 Million
0.01% of portfolio
|
Q2 2025
Added 38.12%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
201,803
shares
|
$6.43 Million
0.14% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
191,034
shares
|
$6.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
153,283
shares
|
$4.89 Million
0.0% of portfolio
|
Q2 2025
Added 19.24%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
150,750
shares
|
$4.81 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
136,558
shares
|
$4.35 Million
1.44% of portfolio
|
Q4 2024
Added 112.05%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
134,480
shares
|
$4.29 Million
0.01% of portfolio
|
Q2 2025
Added 512.92%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
126,511
shares
|
$4.03 Million
0.13% of portfolio
|
Q3 2025
Reduced 11.51%
|
|
|
Schwab Charitable Fund
|
Jul 21, 2025 Q2 2025 |
120,288
shares
|
$3.83 Million
0.07% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
116,215
shares
|
$3.7 Million
0.76% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
113,746
shares
|
$3.63 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.78%
|